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    Frances Duvall • TD Cowen

    Frances Duvall is a Vice President and Equity Research Analyst at TD Cowen, specializing in coverage of consumer and retail sectors with a primary focus on major companies such as Amazon, Target, Walmart, and Costco. She is recognized for her consistent success rates on platforms like TipRanks, regularly outperforming industry benchmarks and generating well-above-average returns for clients. Since joining TD Cowen in early 2021 after previous research roles at firms including Deutsche Bank and Wells Fargo, Duvall has built a reputation for strong analytical rigor and timely investment calls. She holds FINRA registration Series 7 and 63 licenses and is frequently cited for her sector expertise in equity research.

    Frances Duvall's questions to Celcuity Inc (CELC) leadership

    Frances Duvall's questions to Celcuity Inc (CELC) leadership • Q4 2024

    Question

    Frances Duvall, on for Tara Bancroft at TD Cowen, requested details on the assumptions behind the stated $2 billion peak revenue potential for gedatolisib in the second-line setting and asked if a quiet period is expected before the data release.

    Answer

    CEO Brian Sullivan broke down the market potential, citing 30,000-35,000 patients, pricing of $15,000-$20,000, and a target of 40% market penetration of an estimated $5 billion served market. He also confirmed a quiet period would be observed, but the timing is to be determined.

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